Delos Wealth Advisors’s PTC PTC Stock Holding History

Delos Wealth Advisors’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-56	Closed	-$7K	–	385
2021 Q4	$7K	Buy	+56	New	+$6.75K	0.01%	263

Other funds holding PTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Delos Wealth Advisors's PTC Position: Q1 2022 in Review

Delos Wealth Advisors sold out of PTC (PTC) in Q1 2022, closing a stake of 56 shares — an estimated $7K sold.

Delos Wealth Advisors first reported a position in PTC in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 494 funds tracked by Wall St. Rank hold PTC as of Q1 2022.

Delos Wealth Advisors reported no remaining PTC position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 56 PTC shares in Q1 2022, an estimated $7K.
Delos Wealth Advisors first reported a position in PTC in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's PTC position peaked at $7K in Q4 2021.
494 funds tracked by Wall St. Rank held PTC as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.